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Chris Smallwood

Your profession

2plan in 'radical' client agreement re-think

National IFA 2plan Wealth Management is set to hand its 200 advisers what it calls a "radical" alternative to its standard client service agreements.

clock 15 March 2010 •

Your profession

2plan to launch member share scheme

National IFA 2plan Wealth Management is launching a company share scheme with members qualifying for holdings based on their production levels.

clock 05 February 2010 •

uncategorised

Smallwood's Shout: Is Solvency II worth it?

Despite an increasingly busy fourth quarter for many in the industry, it is unlikely to have escaped too many people's notice that the possible impact of the "Solvency II" directive on annuities is already attracting a lot of negative and nervous attention....

clock 05 November 2009 •

Your profession

Smallwood's Shout: Please mind the gap

Regardless of the many news articles now claiming there is light at the end of the recessionary tunnel, many businesses are still suffering with the dual burden of increasing debt and rising overheads.

clock 02 October 2009 •

Your profession

Employee rights legislation may have scuppered Park Row/2plan deal

Talks over the transfer of 240 Park Row advisers to 2plan Wealth Management may have fallen through as a result of legislation introduced three years ago to preserve employees' terms and conditions when switching employer.

clock 02 October 2009 •

Your profession

2plan continues expansion with Midlands office

National IFA 2plan Wealth Management is set to open a Midlands office manned with nine new recruits as the firm continues its UK expansion plans.

clock 13 August 2009 •

uncategorised

Smallwood's Shout: Pension transfer trouble

With news that one in five complaints received by the Pensions Ombudsman are attributed to pension transfers and that this number has doubled since 2007-08, it means that yet again the issues surrounding what constitutes sensible pension advice have come...

clock 05 August 2009 •

Your profession

2Plan two years from profit

National IFA 2Plan Wealth Management says shareholders may have to wait two years until the firm is profitable, despite reporting a 1000% increase in turnover in 2008.

clock 07 July 2009 •

Your profession

IFAs lagging behind retirement market

I read recently that a study by Just Retirement had shown one in three IFAs has written fewer than ten annuity cases in the past year.

clock 30 April 2009 •
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